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          Silicon Valley Byte Size - The Allianz Technology Trust Podcast

          Searching for gems in the tech sector

          In this episode of Silicon Valley Byte Size, Cherry Reynard sits down with Allianz Technology Trust fund manager Mike Seidenberg to explore the overlooked corners of the tech sector. While mega-cap stocks dominate headlines, Mike shares insights on emerging opportunities in consumer tech, cybersecurity, and artificial intelligence. He also discusses how the Trust is navigating market volatility, the potential of quantum computing, and real-world applications of AI that are already reshaping industries. Tune in for a grounded, forward-looking perspective on where tech is headed next.

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          11/06/2025

          Videos, Podcasts & Reading

          Allianz Technology Trust 2025 AGM

          This is a summary recording of the Company's Annual General Meeting (AGM) which was held on 23 April 2025, including an update from Lead Portfolio Manager, Mike Seidenberg.

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          06/06/2025

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          Silicon Valley Byte Size - The Allianz Technology Trust Podcast

          AI euphoria versus economic realities – tech in 2025

          After a strong 2024 and an initially promising start to 2025, Mike Seidenberg discusses the pullback in technology shares over 2025 so far. Recorded before the recent tariff announcements and the associated market reactions, the realities of a new policy dynamic in the US were already causing ripples in markets. Mike explains that while the team look to understand the macro environment, they are focused on finding the companies that could be the winners over the longer-term, whatever short term headwinds are created.

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          15/04/2025

          Silicon Valley Byte Size - The Allianz Technology Trust Podcast

          Positioning for 2025 – the year ahead in tech

          As technology becomes more and more ubiquitous in our daily lives, what are the major themes that are likely to drive the technology sector forward? And, how will a possible tariff regime from the new US administration impact technology, particularly in terms of supply chain? Of course, we can’t ignore valuations either. Portfolio Manager, Mike Seidenberg discusses all these topics and more, including regulation, the outlook for growth and how the team are positioning the trust for 2025.

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          21/02/2025

          Videos, Podcasts & Reading

          Reflecting on 2024

          Lead Portfolio manager Mike Seidenberg, sat down with host Cherry Reynard to reflect on the past year discussing his expectations versus how the year unfolded – mentioning some notable winners. He also shared his thoughts on the potential impact of the upcoming US presidential elections and what he’s looking forward to in 2025.

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          05/11/2024

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          Silicon Valley Byte Size - The Allianz Technology Trust Podcast

          Beyond the behemoths

          In the 27th episode of the Silicon Valley Byte Size Podcast, Mike Seidenberg, Lead Portfolio Manager, joins host Cherry Reynard to discuss the current tech landscape, dominated by a handful of companies. Mike discusses the importance of looking beyond these giants to uncover new opportunities, sharing his insights on the key secular themes driving long-term growth in the industry. Tune in to find out where Mike and the team are finding opportunities currently.

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          31/10/2024

          Videos, Podcasts & Reading

          Allianz Technology Trust: October 2024 Update

          Watch Lead Portfolio Manager Mike Seidenberg deliver an update on Allianz Technology Trust for the Doceo platform. He covers the Trust's current positioning, explores the potential of generative AI, and explains how this secular theme is represented in the portfolio—without getting swept up in the hype. Mike also discusses recent portfolio additions, including Spotify and Palantir.

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          25/10/2024

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          Silicon Valley Byte Size - The Allianz Technology Trust Podcast

          Is bigger always better?

          Despite the well-established dominance of mega-cap technology companies that play a key role in IT infrastructures, Portfolio Manager Mike Seidenberg talks to Cherry Reynard about the potential of the mid- and large-cap sector for long term growth. Mike delves into the complexities and limitations of mega-cap companies, making a compelling case for shifting the focus to mid- and large-caps, where opportunities for faster growth and innovation are often more abundant.

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          23/07/2024

          Videos, Podcasts & Reading

          Elevator Pitch: A quick introduction to the Allianz Technology Trust

          Doceo recently initiated coverage of the Allianz Technology Trust. Watch portfolio manager Mike Seidenberg as he gives a quick ‘elevator pitch’ on the trust and its objective of achieving long-term capital growth by investing in global technology companies that have the potential to be tomorrow’s Apple, Google or Microsoft.

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          16/07/2024

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          Allianz Technology Trust News

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          Welcome to The Allianz Technology Trust

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            Please note that it is most unlikely that either the company or the company’s Registrar, Link Asset Services, would make unsolicited telephone calls to shareholders. Any such calls would only ever relate to official documentation already circulated to shareholders and never in respect of investment ‘advice’.

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            Investing involves risk. The value of an investment and the income from it may fall as well as rise and investors may not get back the full amount invested.

            Please note that the products referred to on this website are only available to persons normally resident for tax purposes in the United Kingdom of Great Britain and Northern Ireland. Allianz Global Investors UK Limited has taken reasonable care to ensure the accuracy of information available through the site. However, the information may be amended at any time by Allianz Global Investors UK Limited without notice. As far as it is permitted under the Financial Services Act, Allianz Global Investors UK Limited does not accept liability for any loss, direct or indirect owing to reliance on any information contained herein. Opinions expressed whether in general or both on the performance of individual funds and in a wider economic context represent the views of the contributor at the time of preparation. They are subject to change and should not be interpreted as investment advice which Allianz Global Investors UK Limited is not authorised to give. If you are unsure of the suitability of any investment contained in this website, please contact a Financial Adviser. This site may provide links to third party websites over which Allianz Global Investors UK Limited has no control. These links are provided for your convenience and Allianz Global Investors UK Limited accepts no responsibility for the content of such websites. For your security we may record or randomly monitor all telephone calls.

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            Allianz Global Investors represents products and services of Allianz Global Investors UK Limited. Allianz Global Investors UK Limited is an investment company, incorporated in the United Kingdom, with its registered office at 199 Bishopsgate, London, EC2M 3TY.

            Allianz Global Investors UK Limited, company number 11516839, is authorised and regulated by the Financial Conduct Authority.  Details about the extent of our regulation are available from us on request and on the Financial Conduct Authority's website (www.fca.org.uk). The duplication, publication or transmission of the contents, irrespective of the form, is not permitted; except for the case of explicit permission by Allianz Global Investors UK Limited.

            Allianz Technology Trust PLC is incorporated in England and Wales. (Company registration no. 3117355). Registered Office: 199 Bishopsgate, London, EC2M 3TY. The Company is a member of the Association of Investment Companies - Category: Sector Specialists – Technology, Media & Telecoms.

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            Investments

            You should always bear in mind that:

            Past performance does not predict future returns.

            The value of an investment and the income from it may fall as well as rise and investors might not get back the full amount invested. You should not make any assumptions about the future on the basis of this information.

            Changes in rates of exchange may cause the value of investments and the income from them to go down or up.

            In a building society your money is secure, whereas in a stock market-based investment it is exposed to a degree of risk and the value of your investment will fluctuate up and down.

            Allianz Technology Trust PLC is a quoted company listed on the London Stock Exchange. Its share prices are determined by factors including demand which means that the shares may trade below (at a discount) or above (at a premium to) the underlying net asset value.

            Competition among technology companies may result in aggressive pricing of their products and services, which may affect the profitability of the companies in which the Trust invests. In addition, because of the rapid pace of technological development, products or services developed by these companies may become rapidly obsolete or have relatively short product cycles. This may have the effect of making the Trust’s returns more volatile than the returns of a fund that does not invest in similarly related companies. Investment trusts can enhance returns through gearing. This can boost a Trust’s returns when investments perform well, though losses can be magnified when investments lose value. This Trust does not currently employ gearing. Derivatives can be used to manage the Trust efficiently.

            The views and opinions expressed herein, which are subject to change without notice, are those of the issuer companies at the time of publication. The data used is derived from various sources, and assumed to be correct and reliable at the time of publication. 

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            Allianz Global Investors UK Limited only provides information on our own and other group company products and does not give advice to retail customers based on individual circumstances. Please contact a financial adviser if you need advice.

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            Although Allianz Global Investors UK Limited has taken all reasonable care that the information contained within the website is accurate at the time of the publication, no representation or warranty (including liability towards third parties), expressed or implied, is made as to its accuracy, reliability or completeness by Allianz Global Investors UK Limited or its contractual partners. Information, opinions and estimates and any other contents on this website are provided by Allianz Global Investors UK Limited for personal use and informational purposes only and are subject to change without notice. Nothing contained on the website constitutes investment, legal, tax or other advice nor is to be relied on in making an investment or other decision. You should obtain relevant and specific professional advice before making any investment decision.

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